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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,111 | $57,312-64.9% | $86,617-76.8% | $75,181-73.3% |
| Participation rate | 60.0% | 63.2%-3.2pp | 71.7%-11.7pp | 67.2%-7.2pp |
| Annual return | 18.05% | 2672.78%-2654.7pp | 591.91%-573.9pp | 160.69%-142.6pp |
| Employer contribution / active EE | $957 | $2,315-58.7% | $3,023-68.3% | $2,671-64.2% |
| Participant deferral / active EE | $2,366 | $3,319-28.7% | $4,437-46.7% | $4,126-42.7% |
| Admin fee / account holder | $497 | $4,114-87.9% | $5,613-91.1% | $5,650-91.2% |